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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
1326
Seek First
California
$677K +$730K +3,055 New
LC
1327
Lincoln Capital
Nebraska
$677K +$280K +1,171 +56%
GWS
1328
Glassman Wealth Services
Virginia
$675K
NG
1329
Northstar Group
New York
$675K -$7.16K -30 -1%
EFA
1330
Evernest Financial Advisors
Indiana
$667K
PWW
1331
Pettyjohn Wood & White
Virginia
$666K +$478 +2 +0.1%
BFA
1332
Beaumont Financial Advisors
Massachusetts
$665K -$310K -1,300 -30%
SF
1333
Safeguard Financial
Wisconsin
$664K -$123K -513 -15%
MSA
1334
Marathon Strategic Advisors
Pennsylvania
$663K -$10.3K -43 -1%
AIM
1335
Advyzon Investment Management
Illinois
$660K -$66.9K -280 -9%
FC
1336
Family CFO
California
$659K
LW
1337
Linscomb Wealth
Texas
$657K +$6.69K +28 +1%
RFS
1338
Richardson Financial Services
Massachusetts
$656K -$326K -1,367 -32%
AWA
1339
Amplius Wealth Advisors
Pennsylvania
$654K +$384K +1,609 +120%
WJA
1340
Willis Johnson & Associates
Texas
$654K -$38.7K -162 -5%
NCFG
1341
New Century Financial Group
New Jersey
$653K +$97.2K +407 +16%
GK
1342
Graney & King
New York
$652K -$88.1K -369 -11%
MPCL
1343
My Personal CFO LLC
Washington
$651K +$58.7K +246 +9%
WCWM
1344
Willow Creek Wealth Management
California
$650K +$82.4K +345 +13%
FC
1345
Fairscale Capital
New Hampshire
$648K +$13.6K +57 +2%
SVWAG
1346
Sound View Wealth Advisors Group
Georgia
$645K -$193K -808 -22%
PRP
1347
Peak Retirement Planning
Ohio
$644K -$3.8M -15,932 -85%
WP
1348
Westmount Partners
California
$641K +$338K +1,416 +96%
SWRP
1349
Summit Wealth & Retirement Planning
California
$638K +$96.5K +404 +16%
First Trust Advisors
1350
First Trust Advisors
Illinois
$638K -$82.4K -345 -11%